Ever Source Wealth Advisors, LLC Ishares Tr Fallen Angels Usd B Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 658 shares of FALN stock, worth $17,647. This represents 0.0% of its overall portfolio holdings.

Number of Shares
658
Previous 224 193.75%
Holding current value
$17,647
Previous $6,000 183.33%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.55 - $27.32 $11,522 - $11,856
434 Added 193.75%
658 $17,000
Q3 2024

Nov 08, 2024
SELL
$26.01 - $27.41 $26 - $27
-1 Reduced 0.44%
224 $6,000
Q2 2024

Aug 13, 2024
BUY
$26.01 - $26.68 $364 - $373
14 Added 6.64%
225 $5,000
Q1 2024

Jun 11, 2024
SELL
$26.17 - $26.88 $1,203 - $1,236
-46 Reduced 17.9%
211 $5,000
Q4 2023

Feb 09, 2024
BUY
$24.16 - $26.52 $169 - $185
7 Added 2.8%
257 $6,000
Q3 2023

Nov 03, 2023
SELL
$24.78 - $25.54 $39,895 - $41,119
-1,610 Reduced 86.56%
250 $6,000
Q2 2023

Aug 04, 2023
SELL
$24.64 - $25.37 $7,909 - $8,143
-321 Reduced 14.72%
1,860 $47,000
Q1 2023

May 11, 2023
SELL
$24.53 - $25.76 $13,270 - $13,936
-541 Reduced 19.88%
2,181 $55,000
Q4 2022

Feb 09, 2023
SELL
$23.7 - $25.22 $79,584 - $84,688
-3,358 Reduced 55.23%
2,722 $66,000
Q3 2022

Nov 07, 2022
SELL
$23.9 - $26.1 $38,789 - $42,360
-1,623 Reduced 21.07%
6,080 $146,000
Q2 2022

Aug 01, 2022
BUY
$24.32 - $27.85 $4,377 - $5,013
180 Added 2.39%
7,703 $189,000
Q1 2022

May 25, 2022
BUY
$27.07 - $29.9 $68,676 - $75,856
2,537 Added 50.88%
7,523 $209,000
Q4 2021

Feb 07, 2022
BUY
$29.4 - $30.37 $146,588 - $151,424
4,986 New
4,986 $149,000

Others Institutions Holding FALN

# of Institutions
297
Shares Held
50.1M
Call Options Held
1K
Put Options Held
0
View Full List

About ISHARES TR FALLEN ANGELS USD B

FALN Quotes by TradingView
  • Ticker FALN
  • Sector ETFs
  • Industry ETFs
More about FALN
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